Bank of Marin’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,666
Closed -$885K 120
2023
Q3
$885K Buy
9,666
+852
+10% +$78K 0.86% 36
2023
Q2
$851K Buy
8,814
+2,421
+38% +$234K 0.79% 37
2023
Q1
$634K Buy
+6,393
New +$634K 0.61% 60